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Capital Group Dividend Value ETF
CGDV

Overview Fund Activity

532 hedge funds and large institutions have $13.8B invested in Capital Group Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 319 increasing their positions, 100 reducing their positions, and 29 closing their positions.

Holders
532
Holders Change
+44
Holders Change %
+9.02%
% of All Funds
7.14%
Holding in Top 10
74
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+32.14%
% of All Funds
0.99%
New
82
Increased
319
Reduced
100
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.69B
2
Morgan Stanley
2
Morgan Stanley
New York
$606M
3
Bank of America
3
Bank of America
North Carolina
$520M
4
Raymond James Financial
4
Raymond James Financial
Florida
$764M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$468M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$141M
2
SIAS
2
Summit Investment Advisory Services
Minnesota
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$65.6M
4
Jane Street
4
Jane Street
New York
$6.7M
5
ACM
5
Advance Capital Management
Michigan
$481M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$92.2M 2,334,502 +342,751 +17%
JBA
27
Johnson Bixby & Associates
Washington
$77.7M 1,968,586 +46,774 +2%
WAM
28
WNY Asset Management
New York
$77M 1,950,863 -186,618 -9%
Mariner
29
Mariner
Kansas
$76.6M 1,939,344 +818,800 +73%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$68.5M 1,733,365 -10,486 -0.6%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$66.7M 1,690,263 +559,377 +49%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$66.4M 1,651,638 +32,422 +2%
HighTower Advisors
33
HighTower Advisors
Illinois
$65.6M 1,660,349 -833,032 -33%
P
34
&Partners
Tennessee
$57M 1,440,012 +225,021 +19%
VAS
35
Vestmark Advisory Solutions
Massachusetts
$52.5M 1,330,582 +686,681 +107%
SFA
36
Souders Financial Advisors
Ohio
$51.3M 1,298,522 +89,720 +7%
ACA
37
Aptus Capital Advisors
Alabama
$47.4M 1,200,583 -39,132 -3%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$47.3M 1,197,514 +3,758 +0.3%
Truist Financial
39
Truist Financial
North Carolina
$46.3M 1,172,718 +15,234 +1%
SEI Investments
40
SEI Investments
Pennsylvania
$46.2M 1,169,992 +203,772 +21%
IWC
41
Integrated Wealth Concepts
Massachusetts
$44M 1,113,000 +57,439 +5%
GWANC
42
Guardian Wealth Advisors (North Carolina)
North Carolina
$42.4M 1,072,946 +59,794 +6%
PFS
43
Prospera Financial Services
Texas
$41.4M 1,047,176 +53,082 +5%
EFG
44
Erickson Financial Group
Pennsylvania
$40.8M 1,033,003 +204,511 +25%
BCA
45
Bay Colony Advisors
Massachusetts
$38.8M 983,194 +19,708 +2%
CA
46
Continuum Advisory
Idaho
$37.2M 941,590 +34,528 +4%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$36.2M 916,258 +163,282 +22%
AWS
48
Atria Wealth Solutions
New York
$34.9M 877,929 -179,572 -17%
VA
49
Valmark Advisers
Ohio
$34.7M 877,731 +46,844 +6%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$34.1M 862,641 +326,154 +61%
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